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ORG Partners’s UGI UGI Stock Holding History

ORG Partners’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$18.7K Buy
+500
New +$17.7K ﹤0.01% 827

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ORG Partners's UGI Position: Q4 2025 in Review

ORG Partners opened a new position in UGI (UGI) in Q4 2025: 500 shares worth $18.7K. The stake represents ﹤0.01% of the portfolio and ranks #827 among its holdings.

613 funds tracked by Wall St. Rank hold UGI as of Q4 2025.

  • ORG Partners held 500 shares of UGI worth $18.7K as of Q4 2025.
  • UGI was a new ORG Partners position in Q4 2025.
  • UGI made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #827 holding.
  • 613 funds tracked by Wall St. Rank held UGI as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.